Make the workspace recognizable#
Open the company-name menu, then Workspace settings to reach General. Owners and admins can update the company name, country, and logo; members see these read-only. The name can be up to 120 characters. A logo can be PNG, JPEG, GIF or WebP, up to 5 MB. The name saves when you leave the field or press Enter, and a country saves as soon as you pick it. The Slug is read-only: renaming your business does not change the workspace URL.
Export your contacts and deals#
Open Workspace settings → General and find Export workspace data. Choose Start new export, then Contacts, Deals, or Everything; Contacts and Deals show how many records each holds. Any member can export. The CSV is generated in your browser and downloads straight away; Everything downloads one file for contacts and one for deals.
Contact files have Name, Email, Company, Status, Owner, and Created; deal files have Deal, Stage, Value, Contact, Owner, Close date, and Tag. Custom fields aren’t included, and a record with no owner shows Unassigned. While it runs, the page counts the rows done and offers Cancel export. Finished exports are listed under Export history (Type, Rows, Date) for everyone in the workspace; it shows the latest 20. To export only some records, select them on Contacts or Deals and choose More → Export CSV in the selection bar.
If records change while an export runs, it stops with The records changed while exporting. Please start the export again. You can have up to 10 unfinished exports at once; each expires an hour after its last page, and past that a new export fails with Too many unfinished exports. Wait for them to expire before starting another.
Find the other workspace settings#
Workspace settings also includes Ari, a section with a page for each thing Ari does—Summaries for short contact and deal summaries and Lead strength for the label on every contact—and Apps for connecting tools such as Quo, Dialpad, or Slack. Only owners and admins see the Lead strength page.
The same group holds Email and calendar, Members, Developers, and Sending domain; Objects sits under Data. Members can open these pages to look; changing them is for owners and admins.
Invite a teammate#
- As an owner or admin, open Settings → Members. Invite members in the company-name menu, or at the bottom of the sidebar, takes you there.
- Choose Invite members and enter the teammate’s email address.
- Select the appropriate role (Member is preselected), then choose Create invite link.
- In Invitation ready, use Copy link to share the invitation directly with that teammate. Invitations also queue an email; queued is not confirmation of delivery.
The invitation works for its specified email address, lasts 7 days, and can be used once. Your teammate opens the link and signs in, or creates an account, with that address; see Your first steps. Copy the link before you close the dialog: Pending invitations shows each invitation’s role and expiry, and its Copy link button stays greyed out because the link can only be copied right after you create it. To revoke an invitation that should no longer grant access, an owner or admin uses the trash button on its row in Pending invitations; there’s no confirmation step, and Ariyel confirms with Invitation revoked. An address can have only one pending invitation; inviting it again shows There is already a pending invite for that address. To send a fresh one—for example, after it expires—revoke the old one first. Treat invitation links as private. Inviting someone who’s already in the workspace doesn’t change their role; use Change role instead.
Only an owner sees Owner in the role list. The team step during first-time setup invites as Member or Admin only; invite an owner from Members.
Choose the right role#
| Role | What it’s for |
|---|---|
| Member | Working with records under the object permissions your workspace sets. Members can draft workflows and sequences, but cannot publish them. They can still switch an already published sequence on or off. |
| Admin | Managing members and workspace settings, publishing workflows and sequences, and creating courses. |
| Owner | Admin responsibilities, plus owner-role changes, removing another owner, and deleting the workspace. |
Everyone can open the main pages. Access to a page doesn’t mean every action on it is available. Only owners can invite another owner or change someone into or out of the Owner role. A workspace must retain an owner. On Developers, only owners and admins can create, revoke, or delete access tokens and create, pause, test, or delete webhooks; members can open the page to look.
To change a role, an owner or admin opens the teammate’s actions menu in Settings → Members and picks a role under Change role. Admins don’t see Owner there and can’t change an owner’s role.
Inviting an owner, changing someone’s role to or from Owner, and deleting the workspace always need two-factor authentication; removing an owner needs it once you have it turned on. If Ariyel asks for it, set it up in your profile (see Protect your sign-in), then try again.
Understand object permissions#
For Contacts, Deals, Tasks, and Fulfillments, owners and admins manage member access under Settings → Objects → [object] → Permissions. The workspace default can be Read only, Read and write, or Full access. Individual overrides can grant more access, not less. Owners and admins retain full access.
Set the default under Workspace access; a new workspace starts at Read and write. Read only lets members look but not create, edit, or delete. Full access also lets a member configure that object from its own page, such as creating a custom field from the Contacts table or editing fulfillment templates. Under Individual members, choose Add to raise one member above the default, and remove the override to return them to it.
Remove access carefully#
In Settings → Members, an owner or admin opens a member’s actions menu and chooses Remove from workspace. Only an owner can remove another owner. Access ends immediately, but their contacts and deals stay. Their connected mailbox stops syncing, and sequence enrollments they were sending are exited. Invitations they sent stop working once they’re no longer an owner or admin—changing an admin to Member does the same—but stay listed under Pending invitations. Revoke those and invite the people again yourself. Read the mailbox-history choices before confirming: whether synced correspondence can be retained depends on the workspace’s verified domain. When their mailbox is on a domain this workspace has verified, choose Delete their synced mail and calendar (selected by default) or Keep their synced mail and calendar; otherwise the synced mail and calendar events are deleted. Either way, contacts and deals stay and the mailbox stops syncing. Leaving the workspace yourself offers the same choice for your own mailbox. Removing someone, or their leaving, also deletes their access overrides under Settings → Objects; invite them again and they start at the workspace default.
Owners and admins can leave from their own row with Leave workspace; members ask an owner or admin to remove them. The last owner can’t leave or be removed, so transfer ownership first: change someone else’s role to Owner (needs two-factor authentication), then step down or leave.
If your workspace is suspended#
Educo can pause a whole workspace. Everyone can still sign in, but instead of the CRM they see Workspace suspended and a Sign out button. Your data is kept; contact Educo to restore access. While it is paused, invitations can’t be created or accepted, and sequence mail, webhooks, and Google mailbox sync stop. Workflows start no new runs, and events from that time are not replayed later; runs waiting on a delay hold and resume once the workspace is restored. Notification emails aren’t sent either.
If you belong to more than one workspace and the one you used last is suspended, the Workspace suspended screen has no workspace switcher. Open the other workspace’s address directly; Ariyel remembers it for next time.